Appointment types

Appointment types

The kinds of sessions your organization offers. In Admin, under Appointment types.

Create an appointment type

    Click Admin in the sidebar and find the Appointment types card.
    Click + New type .
    Enter a Name (for example, Free Consultation or Counseling Session).
    Add one or more Session lengths . Counselors pick from these.
    Set Billable on or off. Off means the type is never invoiced or charged, like a free consultation.
    Set Available for self-booking on or off. On shows it on the public booking page.
    Under Who can offer this type , leave All counselors , or choose Only selected and pick people (use Select all counselors or Admins only to start, then adjust).
    Leave Active on and click Save type .
Counselors then turn on the types they offer, and pick lengths, on their own Availability page (see  Your availability⁠ ), but only from the types they are eligible for.

Related

  •  Your availability⁠ 
  •  Practice preferences⁠